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SVB Wealth’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

SVB Wealth’s Portfolio MUNI Stock Details MUNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,648
Closed -$291K – 1010
2022
Q2 		$291K Buy
+5,648
New +$292K ﹤0.01% 579

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

SVB Wealth's MUNI Position: Q3 2022 in Review

SVB Wealth sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2022, closing a stake of 5,648 shares — an estimated $291K sold.

SVB Wealth first reported a position in MUNI in Q2 2022 and held it in 1 quarter. The position peaked at $291K in Q2 2022. 169 funds tracked by Wall St. Rank hold MUNI as of Q3 2022.

  • SVB Wealth reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • SVB Wealth sold 5,648 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2022, an estimated $291K.
  • SVB Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and held it in 1 quarter.
  • SVB Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $291K in Q2 2022.
  • 169 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2022.

Based on SVB Wealth's 13F filing for Q3 2022, filed 9 Nov 2022.